Book Image

Expert Data Modeling with Power BI

By : Soheil Bakhshi
Book Image

Expert Data Modeling with Power BI

By: Soheil Bakhshi

Overview of this book

This book is a comprehensive guide to understanding the ins and outs of data modeling and how to create data models using Power BI confidently. You'll learn how to connect data from multiple sources, understand data, define and manage relationships between data, and shape data models to gain deep and detailed insights about your organization. In this book, you'll explore how to use data modeling and navigation techniques to define relationships and create a data model before defining new metrics and performing custom calculations using modeling features. As you advance through the chapters, the book will demonstrate how to create full-fledged data models, enabling you to create efficient data models and simpler DAX code with new data modeling features. With the help of examples, you'll discover how you can solve business challenges by building optimal data models and changing your existing data models to meet evolving business requirements. Finally, you'll learn how to use some new and advanced modeling features to enhance your data models to carry out a wide variety of complex tasks. By the end of this Power BI book, you'll have gained the skills you need to structure data coming from multiple sources in different ways to create optimized data models that support reporting and data analytics.
Table of Contents (18 chapters)
Section 1: Data Modeling in Power BI
Section 2: Data Preparation in Query Editor
Section 3: Data Modeling
Section 4: Advanced Data Modeling

Using relationships

A relationship, when modeling relational data, describes the connection between two tables. For instance, there is a relationship between the Customer table and the Sales table in our example. A customer can have multiple sales transactions in the Sales table. To create a relationship between the Customer and Sales tables, we must link CustomerKey from the Customer table to CustomerKey from the Sales table. This linkage enables Power BI to understand that each row of data in the Customer table can have one or more related rows in the Sales table.

To create relationships between tables in Power BI Desktop, we can either use the Model view to drag a column from a table and drop it to the relevant column from the other table, or we click the Manage relationships button from the ribbon. The Manage relationships button appears in several places in the ribbon. The following screenshot shows the Manage relationship window:

Figure 8.31 –...